Nuveen Municipal Credit Income Fund - NZF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 3,040,227 | 37,029 | 0.0% | 0.0% | 1 | -568,581 | -15.76% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,132,844 | 25,978 | 0.0% | 0.0% | 2 | -1,022,078 | -32.4% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 2,117,571 | 25,792 | 0.0% | 0.0% | 3 | -51,514 | -2.37% | Q1 2026 | May 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 2,113,760 | 25,745 | 0.2% | 0.16% | 4 | +343,619 | 19.41% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,856,803 | 22,615 | 0.0% | 0.0% | 5 | +30,882 | 1.69% | Q1 2026 | May 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 1,355,685 | 16,512 | 0.56% | 0.58% | 6 | +27,934 | 2.1% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,067,484 | 13,001 | 0.0% | 0.0% | 7 | -26,782 | -2.45% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,021,558 | 12,443 | 0.0% | 0.0% | 8 | +36,802 | 3.74% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 982,588 | 11,967 | 0.0% | 0.0% | 9 | +195,804 | 24.89% | Q1 2026 | May 06, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 928,934 | 11,314 | 0.01% | 0.01% | 10 | -57,416 | -5.82% | Q1 2026 | May 15, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 855,182 | 10,416 | 4.25% | 4.62% | 11 | -10,270 | -1.19% | Q1 2026 | Apr 08, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 689,783 | 8,401 | 0.14% | 0.13% | 12 | +62,498 | 9.96% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 684,242 | 8,334 | 0.01% | 0.01% | 13 | +32,765 | 5.03% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 542,746 | 6,610 | 0.01% | 0.01% | 14 | +9,817 | 1.84% | Q1 2026 | May 13, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 466,674 | 5,684 | 0.72% | 0.71% | 15 | +14,085 | 3.11% | Q1 2026 | May 11, 2026 |
| Allianz Asset Management GmbH | History | No change | 462,380 | 5,631 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Congress Park Capital LLC | History | Added to | 437,500 | 5,328 | 1.64% | 1.6% | 17 | +12,500 | 2.94% | Q1 2026 | Apr 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 401,064 | 4,916 | 0.02% | 0.02% | 18 | +34,601 | 9.44% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 384,691 | 4,685 | 0.01% | 0.01% | 19 | +23,773 | 6.59% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 369,975 | 4,506 | 0.0% | 0.0% | 20 | +60,384 | 19.5% | Q1 2026 | May 07, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 366,950 | 4,469 | 0.57% | 0.48% | 21 | +52,800 | 16.81% | Q1 2026 | Apr 13, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Reduced | 316,300 | 3,852 | 0.45% | 0.49% | 22 | -14,796 | -4.47% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 284,957 | 3,470 | 0.01% | 0.0% | 23 | +48,539 | 20.53% | Q1 2026 | May 15, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Added to | 284,883 | 3,469 | 0.27% | 0.24% | 24 | +38,939 | 15.83% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 254,722 | 3,102 | 0.0% | 0.0% | 25 | +3,599 | 1.43% | Q1 2026 | Apr 27, 2026 |
| KIM, LLC | History | No change | 250,000 | 3,045 | 0.31% | 0.25% | 26 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 241,437 | 2,940 | 0.0% | 0.0% | 27 | +709 | 0.29% | Q1 2026 | Apr 27, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 225,295 | 2,744 | 0.0% | 0.01% | 28 | -80,000 | -26.2% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 216,269 | 2,634 | 0.01% | 0.01% | 29 | -3,241 | -1.48% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 210,547 | 2,564 | 0.0% | 0.0% | 30 | +116,587 | 124.08% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 199,366 | 2,428 | 0.04% | 0.04% | 31 | +4,272 | 2.19% | Q1 2026 | Apr 14, 2026 |
| Invesco Ltd. | History | Reduced | 195,474 | 2,380 | 0.0% | 0.0% | 32 | -11,042 | -5.35% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 185,161 | 2,255 | 0.0% | 0.0% | 33 | +4,713 | 2.61% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 169,133 | 2,060 | 0.0% | 0.0% | 34 | +6,400 | 3.93% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 164,740 | 2,006 | 0.0% | 0.0% | 35 | -89,265 | -35.14% | Q1 2026 | May 12, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 164,004 | 1,997 | 0.28% | 0.29% | 36 | +1,015 | 0.62% | Q1 2026 | Apr 29, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 163,819 | 1,996 | 0.53% | 0.51% | 37 | +13,091 | 8.69% | Q1 2026 | May 12, 2026 |
| Gridiron Partners, LLC | History | Reduced | 163,501 | 1,991 | 1.22% | 1.96% | 38 | -110,180 | -40.26% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 152,562 | 1,858 | 0.01% | 0.01% | 39 | -7,374 | -4.61% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 142,586 | 1,736 | 0.03% | 0.03% | 40 | -8,837 | -5.84% | Q1 2026 | Apr 17, 2026 |
| Carson Advisory Inc. | History | Added to | 134,230 | 1,634 | 0.85% | 0.88% | 41 | +170 | 0.13% | Q1 2026 | May 07, 2026 |
| Lido Advisors, LLC | History | No change | 132,003 | 1,618 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 128,053 | 1,559 | 0.01% | 0.01% | 43 | -4,614 | -3.48% | Q1 2026 | May 15, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 118,308 | 1,440 | 0.89% | 0.8% | 44 | +9,787 | 9.02% | Q1 2026 | May 13, 2026 |
| Westview Management dba Westview Investment Advisors | History | Reduced | 117,151 | 1,426 | 0.74% | 0.71% | 45 | -973 | -0.82% | Q1 2026 | May 08, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 111,485 | 1,357 | 0.21% | 0.17% | 46 | +31,500 | 39.38% | Q1 2026 | Apr 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 95,795 | 1,166 | 0.0% | 0.01% | 47 | -364,974 | -79.21% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 92,001 | 1,120 | 0.0% | 0.0% | 48 | -1,100 | -1.18% | Q1 2026 | May 15, 2026 |
| FF Advisors,LLC | History | Reduced | 87,495 | 1,103 | 0.45% | 0.5% | 49 | -1,238 | -1.4% | Q1 2026 | Apr 27, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 83,531 | 1,017 | 0.21% | 0.18% | 50 | +20,487 | 32.5% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Added to | 79,067 | 963 | 0.02% | 0.02% | 51 | +1,688 | 2.18% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 75,647 | 921 | 0.0% | 0.0% | 52 | +5,450 | 7.76% | Q1 2026 | Apr 22, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 75,467 | 919 | 0.14% | 0.15% | 53 | +139 | 0.18% | Q1 2026 | May 06, 2026 |
| Gould Capital, LLC | History | Reduced | 69,591 | 847 | 0.51% | 0.57% | 54 | -3,574 | -4.88% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 69,132 | 842 | 0.02% | 0.03% | 55 | -248 | -0.36% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 68,352 | 832 | 0.0% | — | 56 | +68,352 | New | Q1 2026 | May 15, 2026 |
| Intellus Advisors LLC | History | Reduced | 63,949 | 778 | 0.11% | 0.12% | 57 | -5,076 | -7.35% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Reduced | 63,690 | 775 | 0.0% | 0.0% | 58 | -2,340 | -3.54% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 60,710 | 741 | 0.0% | 0.0% | 59 | +32,605 | 116.01% | Q1 2026 | May 15, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 60,755 | 739 | 0.52% | 0.46% | 60 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 58,428 | 711 | 0.0% | 0.0% | 61 | -896 | -1.51% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 57,832 | 704 | 0.0% | 0.0% | 62 | +3,237 | 5.93% | Q1 2026 | May 14, 2026 |
| MACKAY SHIELDS LLC | History | Reduced | 55,659 | 677 | 0.02% | 0.14% | 63 | -268,843 | -82.85% | Q1 2026 | Apr 24, 2026 |
| MGB Wealth Management, LLC | History | No change | 53,019 | 666 | 0.19% | 0.19% | 64 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Venture Visionary Partners LLC | History | Added to | 53,222 | 648 | 0.02% | 0.02% | 65 | +30 | 0.06% | Q1 2026 | May 14, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 53,136 | 647 | 0.29% | 0.28% | 66 | +402 | 0.76% | Q1 2026 | Apr 28, 2026 |
| XTX Topco Ltd | History | New | 52,363 | 637 | 0.01% | — | 67 | +52,363 | New | Q1 2026 | May 15, 2026 |
| Sunpointe, LLC | History | Reduced | 50,098 | 610 | 0.2% | 0.21% | 68 | -343 | -0.68% | Q1 2026 | Apr 21, 2026 |
| Wealth Care LLC | History | New | 50,000 | 609 | 0.54% | — | 69 | +50,000 | New | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Reduced | 49,556 | 603 | 0.0% | 0.0% | 70 | -3,516 | -6.62% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 49,393 | 601 | 0.0% | 0.0% | 71 | +25 | 0.05% | Q1 2026 | Apr 24, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 46,383 | 564 | 0.29% | 0.37% | 72 | +361 | 0.78% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 45,575 | 555 | 0.0% | 0.0% | 73 | +522 | 1.16% | Q1 2026 | May 08, 2026 |
| Palogic Value Management, L.P. | History | No change | 41,710 | 508 | 0.21% | 0.22% | 74 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rinkey Investments | History | Added to | 41,125 | 500 | 0.13% | 0.13% | 75 | +200 | 0.49% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 40,590 | 494 | 0.01% | 0.01% | 76 | -1,058 | -2.54% | Q1 2026 | May 15, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 40,409 | 492 | 0.09% | 0.09% | 77 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Summit Financial Consulting LLC | History | Added to | 39,901 | 485 | 0.35% | 0.26% | 78 | +11,144 | 38.75% | Q1 2026 | Apr 10, 2026 |
| Indivisible Partners | History | Added to | 39,432 | 480 | 0.04% | 0.05% | 79 | +71 | 0.18% | Q1 2026 | Apr 30, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 38,996 | 474 | 0.03% | 0.03% | 80 | +6,328 | 19.37% | Q1 2026 | Apr 27, 2026 |
| AlphaCore Capital LLC | History | Added to | 38,598 | 473 | 0.01% | 0.01% | 81 | +6,164 | 19.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 38,653 | 470 | 0.0% | 0.0% | 82 | +311 | 0.81% | Q1 2026 | May 14, 2026 |
| Plan Group Financial, LLC | History | No change | 38,665 | 470 | 0.11% | 0.13% | 83 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 38,400 | 468 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 37,009 | 450 | 0.13% | 0.12% | 85 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 35,369 | 430 | 0.02% | 0.01% | 86 | +1,986 | 5.95% | Q1 2026 | May 07, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 35,149 | 428 | 0.44% | 0.52% | 87 | -34,738 | -49.71% | Q1 2026 | May 11, 2026 |
| River Street Advisors LLC | History | No change | 34,431 | 419 | 0.14% | 0.16% | 88 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 33,329 | 405 | 0.0% | 0.0% | 89 | +15,107 | 82.91% | Q1 2026 | Apr 23, 2026 |
| Savvy Advisors, Inc. | History | Added to | 33,241 | 404 | 0.01% | 0.01% | 90 | +183 | 0.55% | Q1 2026 | May 11, 2026 |
| Florida Trust Wealth Management Co | History | New | 33,000 | 401 | 0.01% | — | 91 | +33,000 | New | Q1 2026 | May 14, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 31,624 | 397 | 0.03% | 0.03% | 92 | -2,943 | -8.51% | Q1 2026 | May 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 32,554 | 396 | 0.02% | 0.02% | 93 | -79 | -0.24% | Q1 2026 | Apr 16, 2026 |
| Balefire, LLC | History | Added to | 32,366 | 394 | 0.07% | 0.07% | 94 | +4,525 | 16.25% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 32,217 | 392 | 0.0% | 0.0% | 95 | +27,976 | 659.66% | Q1 2026 | May 01, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 31,590 | 384 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 30,083 | 377 | 0.0% | 0.0% | 97 | +6,616 | 28.19% | Q1 2026 | May 15, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 30,039 | 365 | 0.03% | 0.04% | 98 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 29,794 | 362 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 28,245 | 356 | 0.01% | 0.01% | 100 | +530 | 1.91% | Q1 2026 | May 04, 2026 |
| PFG Investments, LLC | History | Added to | 29,307 | 356 | 0.02% | 0.02% | 101 | +70 | 0.24% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 28,772 | 350 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Virtu Financial LLC | History | Added to | 28,509 | 347 | 0.01% | 0.01% | 103 | +9,666 | 51.3% | Q1 2026 | May 14, 2026 |
| Renasant Bank | History | No change | 28,300 | 344 | 0.24% | 0.24% | 104 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Regal Investment Advisors LLC | History | Added to | 27,939 | 340 | 0.02% | 0.01% | 106 | +8,322 | 42.42% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 27,957 | 340 | 0.01% | 0.01% | 105 | -3,047 | -9.83% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 27,810 | 338 | 0.0% | 0.0% | 107 | +11 | 0.04% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 26,585 | 334 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Independent Advisor Alliance | History | New | 27,079 | 329 | 0.0% | — | 109 | +27,079 | New | Q1 2026 | May 12, 2026 |
| David J Yvars Group | History | New | 26,850 | 327 | 0.18% | — | 110 | +26,850 | New | Q1 2026 | Apr 08, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 26,445 | 322 | 0.0% | 0.0% | 111 | +480 | 1.85% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 26,279 | 320 | 0.02% | 0.01% | 112 | +15,000 | 132.99% | Q1 2026 | May 07, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 26,354 | 320 | 0.04% | 0.04% | 113 | +476 | 1.84% | Q1 2026 | May 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 25,204 | 306 | 0.0% | 0.0% | 114 | +1,394 | 5.85% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 23,813 | 299 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Added to | 24,289 | 295 | 0.0% | 0.0% | 116 | +4,298 | 21.5% | Q1 2026 | May 14, 2026 |
| Cypress Capital Group | History | New | 24,078 | 293 | 0.03% | — | 118 | +24,078 | New | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 24,124 | 293 | 0.01% | 0.01% | 117 | +2,212 | 10.09% | Q1 2026 | May 15, 2026 |
| Park Place Capital Corp | History | No change | 24,000 | 292 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 23,486 | 286 | 0.02% | 0.03% | 121 | -10,474 | -30.84% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 23,554 | 286 | 0.01% | 0.01% | 120 | -358 | -1.5% | Q1 2026 | Apr 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 22,892 | 278 | 0.0% | 0.0% | 122 | +4,677 | 25.68% | Q1 2026 | May 15, 2026 |
| Burford Brothers, Inc. | History | No change | 22,850 | 278 | 0.11% | 0.12% | 123 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Added to | 22,679 | 276 | 0.0% | 0.0% | 124 | +5 | 0.02% | Q1 2026 | May 15, 2026 |
| Ranch Capital Advisors Inc. | History | Reduced | 22,602 | 275 | 0.1% | 0.11% | 125 | -1,254 | -5.26% | Q1 2026 | May 06, 2026 |
| Clear Creek Financial Management, LLC | History | New | 21,958 | 267 | 0.02% | — | 126 | +21,958 | New | Q1 2026 | Apr 22, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 20,949 | 255 | 0.0% | — | 127 | +20,949 | New | Q1 2026 | May 15, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 20,467 | 249 | 0.15% | 0.13% | 129 | +2,770 | 15.65% | Q1 2026 | May 01, 2026 |
| Realta Investment Advisors | History | No change | 20,502 | 249 | 0.09% | 0.08% | 128 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 19,751 | 243 | 0.0% | 0.0% | 130 | -40,213 | -67.06% | Q1 2026 | Apr 08, 2026 |
| NWF Advisory Services Inc. | History | No change | 19,800 | 241 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Moors & Cabot, Inc. | History | Added to | 19,771 | 240 | 0.01% | 0.01% | 132 | +3,388 | 20.68% | Q1 2026 | May 08, 2026 |
| Arkos Global Advisors | History | Reduced | 18,890 | 230 | 0.03% | 0.04% | 133 | -3,368 | -15.13% | Q1 2026 | May 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 18,893 | 230 | 0.01% | 0.01% | 134 | +219 | 1.17% | Q1 2026 | Apr 09, 2026 |
| ProVise Management Group, LLC | History | Added to | 17,922 | 218 | 0.02% | 0.01% | 135 | +2,000 | 12.56% | Q1 2026 | May 06, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 17,900 | 218 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 17,243 | 210 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 17,200 | 209 | 0.0% | 0.01% | 138 | -11,200 | -39.44% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Reduced | 17,000 | 207 | 0.0% | 0.0% | 139 | -8,495 | -33.32% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 16,930 | 206 | 0.01% | 0.01% | 140 | -5,823 | -25.59% | Q1 2026 | May 12, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 16,990 | 206 | 0.12% | 0.12% | 141 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Gateway Wealth Partners, LLC | History | New | 16,570 | 201 | 0.01% | — | 143 | +16,570 | New | Q1 2026 | May 15, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 16,512 | 201 | 0.16% | 0.17% | 142 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 184,926 | 196 | 0.01% | 0.01% | 144 | +44,624 | 31.81% | Q1 2026 | May 15, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 16,067 | 195 | 0.06% | 0.07% | 145 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 15,705 | 191 | 0.04% | 0.05% | 146 | -681 | -4.16% | Q1 2026 | Apr 09, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 15,062 | 183 | 0.14% | 0.12% | 147 | -338 | -2.19% | Q1 2026 | May 08, 2026 |
| NOMURA HOLDINGS INC | History | New | 15,000 | 182 | 0.0% | — | 149 | +15,000 | New | Q1 2026 | May 15, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Reduced | 14,989 | 182 | 0.12% | 0.13% | 148 | -1,600 | -9.64% | Q1 2026 | Apr 30, 2026 |
| Family Manage LLC | History | No change | 14,889 | 181 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 14,511 | 176 | 0.1% | 0.18% | 151 | -8,710 | -37.51% | Q1 2026 | Apr 23, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 14,397 | 175 | 0.0% | 0.0% | 152 | -418 | -2.82% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,337 | 174 | 0.0% | 0.0% | 154 | +1,075 | 8.11% | Q1 2026 | May 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 14,367 | 174 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HUB Investment Partners, LLC | History | New | 14,109 | 171 | 0.0% | — | 156 | +14,109 | New | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | New | 14,042 | 171 | 0.0% | — | 155 | +14,042 | New | Q1 2026 | May 05, 2026 |
| Strategic Financial Concepts, LLC | History | New | 14,000 | 170 | 0.04% | — | 158 | +14,000 | New | Q1 2026 | May 12, 2026 |
| Noble Wealth Management PBC | History | Added to | 13,962 | 170 | 0.09% | 0.02% | 157 | +11,361 | 436.79% | Q1 2026 | Apr 02, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 13,924 | 169 | 0.0% | — | 160 | +13,924 | New | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 13,888 | 169 | 0.0% | 0.0% | 159 | +2,221 | 19.04% | Q1 2026 | Apr 20, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 13,746 | 167 | 0.07% | 0.07% | 161 | +171 | 1.26% | Q1 2026 | Apr 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 13,637 | 166 | 0.0% | 0.0% | 162 | +529 | 4.04% | Q1 2026 | May 13, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 13,244 | 162 | 0.06% | 0.06% | 163 | +148 | 1.13% | Q1 2026 | Apr 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 13,236 | 161 | 0.0% | 0.0% | 164 | +164 | 1.25% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 13,064 | 159 | 0.0% | 0.0% | 165 | -4,293 | -24.73% | Q1 2026 | Apr 15, 2026 |
| SFMG, LLC | History | No change | 12,680 | 154 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NOVEM GROUP | History | No change | 12,500 | 152 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 12,478 | 151 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | New | 12,385 | 150 | 0.01% | — | 169 | +12,385 | New | Q1 2026 | May 12, 2026 |
| Atala Financial Inc | History | Reduced | 12,080 | 149 | 0.1% | 0.16% | 170 | -8,000 | -39.84% | Q1 2026 | Apr 10, 2026 |
| Cerity Partners LLC | History | Reduced | 12,006 | 146 | 0.0% | 0.0% | 171 | -9,283 | -43.6% | Q1 2026 | May 15, 2026 |
| Edge Financial Advisors LLC | History | No change | 11,296 | 142 | 0.06% | 0.06% | 172 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| COMMERCE BANK | History | No change | 11,580 | 141 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 11,508 | 140 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 11,319 | 137 | 0.08% | 0.1% | 175 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WESBANCO BANK INC | History | No change | 11,100 | 135 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Busey Bank | History | No change | 11,118 | 135 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 11,001 | 134 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 11,000 | 133 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 10,951 | 133 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Uniting Wealth Partners, LLC | History | New | 10,365 | 127 | 0.03% | — | 182 | +10,365 | New | Q1 2026 | Apr 22, 2026 |
| Lantz Financial LLC | History | No change | 10,495 | 127 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 10,426 | 126 | 0.0% | 0.0% | 183 | -82 | -0.78% | Q1 2026 | May 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 10,224 | 121 | 0.01% | 0.01% | 184 | +59 | 0.58% | Q1 2026 | Apr 24, 2026 |
| CAPITAL & PLANNING, LLC | History | New | 9,783 | 119 | 0.07% | — | 185 | +9,783 | New | Q1 2026 | May 15, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 8,000 | 97 | 0.05% | 0.06% | 186 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 7,471 | 90 | 0.0% | 0.0% | 187 | -1,992 | -21.05% | Q1 2026 | May 13, 2026 |
| Coastline Trust Co | History | No change | 6,975 | 84 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Fairway Wealth LLC | History | New | 5,688 | 69 | 0.02% | — | 190 | +5,688 | New | Q1 2026 | Apr 23, 2026 |
| BESSEMER GROUP INC | History | No change | 5,643 | 69 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 5,000 | 60 | 0.0% | 0.0% | 191 | -256 | -4.87% | Q1 2026 | May 15, 2026 |
| Piscataqua Savings Bank | History | No change | 4,760 | 57 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bernard Wealth Management Corp. | History | No change | 4,600 | 56 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,495 | 54 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 4,385 | 53 | 0.0% | 0.0% | 195 | +55 | 1.27% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Planning Group LLC | History | No change | 3,445 | 43 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 3,423 | 41 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,300 | 40 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | No change | 3,199 | 38 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,739 | 33 | 0.0% | 0.0% | 200 | +9 | 0.33% | Q1 2026 | Apr 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 2,633 | 32 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2,581 | 31 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HM PAYSON & CO | History | No change | 2,517 | 30 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Community Financial Services Group, LLC | History | New | 2,279 | 28 | 0.0% | — | 204 | +2,279 | New | Q1 2026 | Apr 08, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 2,069 | 25 | 0.0% | 0.0% | 205 | +25 | 1.22% | Q1 2026 | Apr 15, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 2,134 | 25 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IFG Advisory, LLC | History | New | 2,050 | 24 | 0.07% | — | 208 | +2,050 | New | Q1 2026 | May 12, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 2,000 | 24 | 0.02% | — | 207 | +2,000 | New | Q1 2026 | May 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 1,902 | 23 | 0.01% | — | 209 | +1,902 | New | Q1 2026 | Apr 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,791 | 21 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,643 | 20 | 0.0% | 0.0% | 212 | +783 | 91.05% | Q1 2026 | Apr 07, 2026 |
| BFSG, LLC | History | No change | 1,663 | 20 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FNY Investment Advisers, LLC | History | New | 1,600 | 19 | 0.01% | — | 214 | +1,600 | New | Q1 2026 | Apr 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,578 | 19 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,465 | 17 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Towne Trust Company, N.A | History | No change | 1,351 | 16 | 0.01% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,281 | 15 | 0.0% | 0.0% | 217 | -1,379 | -51.84% | Q1 2026 | Apr 13, 2026 |
| Penserra Capital Management LLC | History | New | 1,154 | 14 | 0.0% | — | 218 | +1,154 | New | Q1 2026 | May 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 1,066 | 13 | 0.0% | 0.0% | 220 | -577 | -35.12% | Q1 2026 | May 06, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,069 | 13 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Synergy Investment Management, LLC | History | New | 1,038 | 12 | 0.0% | — | 223 | +1,038 | New | Q1 2026 | May 14, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 1,058 | 12 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Truvestments Capital LLC | History | No change | 1,000 | 12 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 917 | 11 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 873 | 10 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Reduced | 802 | 9 | 0.0% | 0.0% | 226 | -3 | -0.37% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 693 | 8 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EASTERN BANK | History | No change | 738 | 8 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| DV EQUITIES, LLC | History | No change | 700 | 8 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Scarborough Advisors, LLC | History | No change | 547 | 6 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 400 | 4 | 0.0% | 0.0% | 231 | -250 | -38.46% | Q1 2026 | Apr 06, 2026 |
| Investors Portfolio Services LLC | History | Reduced | 328 | 3 | 0.0% | 0.04% | 234 | -3,135 | -90.53% | Q1 2026 | May 14, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 289 | 3 | 0.0% | — | 235 | +289 | New | Q1 2026 | May 05, 2026 |
| MOTCO | History | No change | 286 | 3 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 316 | 3 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Reduced | 149 | 1 | 0.0% | 0.0% | 236 | -1,783 | -92.29% | Q1 2026 | May 06, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -409,195 | -100.0% | Q1 2026 | May 14, 2026 |
| North Ground Capital | History | Closed out | 0 | 0 | — | 1.4% | — | -223,536 | -100.0% | Q1 2026 | May 11, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.89% | — | -173,434 | -100.0% | Q1 2026 | May 11, 2026 |
| Colter Lewis Investment Partners LLC | History | Closed out | 0 | 0 | — | 1.6% | — | -110,104 | -100.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,128 | -100.0% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -35,753 | -100.0% | Q1 2026 | Apr 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,604 | -100.0% | Q1 2026 | Apr 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -27,745 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GSG Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -25,843 | -100.0% | Q1 2026 | May 13, 2026 |
| Presper Financial Architects, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -22,126 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,006 | -100.0% | Q1 2026 | May 12, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,381 | -100.0% | Q1 2026 | May 20, 2026 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -13,200 | -100.0% | Q1 2026 | May 13, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,059 | -100.0% | Q1 2026 | May 15, 2026 |
| PCM Encore, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,220 | -100.0% | Q1 2026 | May 12, 2026 |
| Commonwealth Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,164 | -100.0% | Q1 2026 | May 07, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -11,030 | -100.0% | Q1 2026 | May 12, 2026 |
| Foster Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,599 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,550 | -100.0% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,680 | -100.0% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,644 | -100.0% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 10 | 0 | — | 0.0% | — | -1,638 | -99.39% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q1 2026 | May 01, 2026 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -734 | -100.0% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 46 | 0 | — | — | — | +46 | New | Q1 2026 | May 15, 2026 |